MG

Markel Group Portfolio holdings

AUM $13.1B Turnover 3.79%
1-Year Est. Return 15.62%
This Fund
S&P 500
This Quarter Est. Return
-3.92%
1 Year Est. Return
+15.62%
3 Year Est. Return
+68.04%
5 Year Est. Return
+83.51%
10 Year Est. Return
+378.4%
AUM
$11.9B
AUM Growth
-$605M
Cap. Flow
+$98.3M
Cap. Flow %
0.82%
Top 10 Hldgs %
42%
Holding
132
New
4
Increased
43
Reduced
2
Closed
3
Avg Time Held
7.6 years
Top 10 Avg Time Held
5.5 years
Top 20 Avg Time Held
6.7 years

Top Buys

Rank Stock Value
1
SUNB icon
Sunbelt Rentals Holdings
SUNB
+$67.6M
2
MELI icon
Mercado Libre
MELI
+$10.5M
3
EPD icon
Enterprise Products Partners
EPD
+$7.15M
4
FNV icon
Franco-Nevada
FNV
+$6.18M
5
CSX icon
CSX Corp
CSX
+$3.53M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$15.3M
2
TGT icon
Target
TGT
+$13M
3
CHH icon
Choice Hotels
CHH
+$11M
4
UNH icon
UnitedHealth
UNH
+$2.32M
5
TRU icon
TransUnion
TRU
+$172K

Sector Composition

Rank Sector Weight
1 Financials 42.52%
2 Industrials 15.55%
3 Communication Services 11.15%
4 Consumer Discretionary 10.76%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AMAT icon
101
Applied Materials
AMAT
$354B
$12.4M 0.1%
36,350
+2,250
+7% +$757K
2025 Q2
3 quarters
CBOE icon
102
Cboe Global Markets
CBOE
$31.4B
$12.3M 0.1%
43,700
+1,950
+5% +$543K
2025 Q1
4 quarters
SHOP icon
103
Shopify
SHOP
$222B
$12.2M 0.1%
102,750
– –
2022 Q1
16 quarters
HII icon
104
Huntington Ingalls Industries
HII
$10.4B
$10.4M 0.09%
27,500
+2,000
+8% +$824K
2024 Q4
5 quarters
UBER icon
105
Uber
UBER
$142B
$10.3M 0.09%
142,500
+2,500
+2% +$192K
2023 Q2
11 quarters
SMG icon
106
ScottsMiracle-Gro
SMG
$2.89B
$10.2M 0.09%
168,000
– –
2022 Q1
16 quarters
MELI icon
107
Mercado Libre
MELI
$93.2B
$9.42M 0.08%
+5,450
New +$10.5M
2026 Q1
0 quarters
OTIS icon
108
Otis Worldwide
OTIS
$26.3B
$8.83M 0.07%
114,620
– –
2020 Q2
23 quarters
IQV icon
109
IQVIA
IQV
$43.1B
$8M 0.07%
46,900
– –
2023 Q1
12 quarters
XOM icon
110
ExxonMobil
XOM
$728B
$7.97M 0.07%
47,000
+9,000
+24% +$1.31M
2025 Q3
2 quarters
EPD icon
111
Enterprise Products Partners
EPD
$77.3B
$7.64M 0.06%
+202,000
New +$7.15M
2026 Q1
0 quarters
SONY icon
112
Sony
SONY
$142B
$6.93M 0.06%
335,000
– –
2022 Q1
16 quarters
EMN icon
113
Eastman Chemical
EMN
$7.19B
$5.72M 0.05%
74,950
– –
2020 Q1
24 quarters
KMX icon
114
CarMax
KMX
$7.07B
$5.68M 0.05%
136,500
– –
2022 Q4
13 quarters
CNI icon
115
Canadian National Railway
CNI
$72.4B
$5.5M 0.05%
53,500
+9,000
+20% +$928K
2025 Q3
2 quarters
GHC icon
116
Graham Holdings Company
GHC
$5.02B
$5.5M 0.05%
5,200
– –
2013 Q2
51 quarters
UNH icon
117
UnitedHealth
UNH
$355B
$5.06M 0.04%
18,700
-7,800
-29% -$2.32M
2023 Q3
10 quarters
NSP icon
118
Insperity
NSP
$1.89B
$4.9M 0.04%
181,336
+28,463
+19% +$916K
2024 Q1
8 quarters
CP icon
119
Canadian Pacific Kansas City
CP
$75.7B
$4.68M 0.04%
59,500
+9,000
+18% +$711K
2025 Q3
2 quarters
ICE icon
120
Intercontinental Exchange
ICE
$87.1B
$4.54M 0.04%
28,870
+8,000
+38% +$1.31M
2021 Q1
20 quarters
WRB icon
121
W.R. Berkley
WRB
$27.4B
$4.03M 0.03%
60,750
– –
2017 Q2
35 quarters
BC icon
122
Brunswick
BC
$4.01B
$3.73M 0.03%
51,250
+3,500
+7% +$282K
2024 Q3
6 quarters
MGM icon
123
MGM Resorts International
MGM
$7.29B
$3.24M 0.03%
87,500
– –
2024 Q4
5 quarters
EXP icon
124
Eagle Materials
EXP
$5.01B
$2.79M 0.02%
14,750
– –
2025 Q1
4 quarters
AYI icon
125
Acuity Brands
AYI
$8.89B
$2.73M 0.02%
9,750
– –
2024 Q4
5 quarters
2 3 4
5
6

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VLKIM
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BCI
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EIG
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Markel Group's Q1 2026 Portfolio in Review

As of Q1 2026, Markel Group held 132 positions worth $11.9B, down 4.8% from $12.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Markel Group's Q1 2026 filing shows 4 new, 43 increased, 2 reduced and 3 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M. The largest sale was S&P Global, an estimated $15.3M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 45% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M.
  • Markel Group added most to Franco-Nevada in Q1 2026, an estimated $6.18M increase.
  • Markel Group's biggest Q1 2026 reduction was S&P Global, cutting an estimated $15.3M.
  • Markel Group fully exited Target in Q1 2026, selling an estimated $13M.
  • Markel Group's ten largest holdings make up 42% of its $11.9B portfolio in Q1 2026.
  • Markel Group opened 4 new positions and closed 3 in Q1 2026.
  • Markel Group's portfolio value fell 4.8% quarter-over-quarter to $11.9B.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.